| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Nasdaq Hits Fresh High |
Morgan Stanley is cited on AutoNation, on a Wells Fargo upgrade thesis, and via Adam Jonas on SpaceX's compute upside. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Morgan Stanley's analyst cited iPhone lead times as evidence that initial demand was holding up internationally. [audio] | — | — | — |
| 2026-09-25 | MENTIONED | LOW | Rob Black Show The Bond Market In September |
Black reports that Morgan Stanley abandoned its weaker-dollar forecast after rising Treasury yields and a resilient U.S. economy strengthened the currency. [audio] | — | — | — |
| 2026-09-23 | WATCH | MEDIUM | Rob Black Show Stocks Fall As Yields Shoot Higher |
Rob named Morgan Stanley as an important financial stock to monitor for indications of broader market leadership. [audio] | -4.8% | — | — |
| 2026-09-22 | MENTIONED | LOW | Rob Black Show Markets Near High As Oil Falls |
Morgan Stanley estimated that autonomous truck fleets could be much more profitable than human-driven fleets. [audio] | -3.7% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob cites Morgan Stanley's forecast for 6.5 million iPhone Duo shipments and roughly $14 billion in associated fiscal-first-quarter sales. [audio] | -4.3% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-3-26 |
Morgan Stanley's estimate that humanoid robots could be a $5 trillion global industry by 2050 was cited in the robotics segment. [audio] | -2.1% | — | — |
| 2026-09-01 | MENTIONED | LOW | Rob Black Show Rough Start To September |
Used as the generational benchmark the host thinks Robinhood will replace for his children, and the firm behind the Robinhood upgrade. [audio] | +2.5% | — | — |
| 2026-08-25 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-25-26 |
Mike Wilson and team argue the 1982-2020 era of falling rates is over and today resembles the post-World War II period, so bond yields have room to run higher. [audio] | -2.6% | -9.4% | — |
| 2026-08-25 | MENTIONED | LOW | Rob Black Show Yields Fall |
Its post-World War II interest rate research is the basis for the bond yield segment Rob is saving for the afternoon show. [audio] | -2.6% | -9.4% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Making a big call that the era of falling interest rates is finished. [audio] | -0.4% | -7.3% | — |
| 2026-08-20 | MENTIONED | LOW | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Morgan Stanley upgraded Merck to buy on the Keytruda patent cliff and separately forecast China shipping roughly 50,000 humanoid robots this year. [audio] | +3.6% | -2.3% | — |
| 2026-08-17 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-17-26 |
Morgan Stanley published the bullish Amazon call with the $500 bull case and $335 base case. [audio] | -1.9% | -7.2% | — |
| 2026-08-17 | MENTIONED | LOW | Rob Black Show Investors Weigh AI Optimism |
Morgan Stanley was cited raising the Klarna price target while maintaining a hold rating. [audio] | -1.9% | -7.2% | — |
| 2026-08-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-11-26 |
Morgan Stanley analyst Eric Woodring published the note arguing memory chipflation is a multi-year structural headwind that is accelerating rather than delaying enterprise hardware purchases. [audio] | +1.2% | -1.1% | — |
| 2026-08-11 | MENTIONED | LOW | Rob Black Show Oil Prices Stabilize |
Morgan Stanley sees more upside in stocks even as memory chip inflation worsens, arguing enterprises are accelerating hardware purchases to lock in pricing. [audio] | +1.2% | -1.1% | — |
| 2026-08-10 | MENTIONED | LOW | Rob Black Show Iran Makes Demands |
Morgan Stanley issued the HPE upgrade to overweight with a $69 target. [audio] | +1.3% | +0.0% | — |
| 2026-07-23 | MENTIONED | LOW | Rob Black Show Markets Lower As Tech Disappoints |
Morgan Stanley lifted price target on Apple. [audio] | -2.4% | +0.1% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-15-26 |
Morgan Stanley referenced as a key investment bank setting the tone for earnings season. [audio] | -4.4% | -4.4% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Stocks Rise On Big Tech Gains |
Morgan Stanley referenced as one of the banks setting the tone for earnings season. [audio] | -4.4% | -4.4% | — |
| 2026-07-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-14-26 |
Morgan Stanley is mentioned in the context of bank earnings. [audio] | -4.9% | -3.6% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Morgan Stanley is up 4.3% and rallied to a fresh record high in sympathy with Goldman Sachs. [audio] | -4.9% | -3.6% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Morgan Stanley is referenced as a major bank reporting earnings and for its SpaceX price target. [audio] | -4.6% | -1.0% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host recommends owning Morgan Stanley for exposure to banking and wealth management markets. [audio] | +2.5% | -3.2% | — |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Global Chip Rout |
Morgan Stanley is mentioned for a price target increase. [audio] | -7.5% | -4.8% | -8.3% |
| 2026-06-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-9-26 |
Morgan Stanley listed as a lead underwriter for SpaceX IPO. [audio] | +5.0% | +5.6% | +4.1% |
| 2026-06-01 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-1-26 |
Morgan Stanley is mentioned for its price target on Apple and commentary on the upcoming Worldwide Developers Conference. [audio] | +0.6% | +0.4% | +2.3% |
| 2026-06-01 | MENTIONED | LOW | Rob Black Show Oil Jumps |
Mentioned as seeing Apple's WWDC as a potential positive AI catalyst. [audio] | +0.6% | +0.4% | +2.3% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Mentions Morgan Stanley is working with OpenAI on its potential IPO. [audio] | +1.9% | +12.8% | +10.6% |
| 2026-05-15 | MENTIONED | MEDIUM | Rob Black Show What Is Lifecording |
Morgan Stanley established a new mid-2027 price target for the S&P 500 and is referenced for its research. [audio] | +4.4% | +11.2% | +14.1% |
| 2026-05-14 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-14-26 |
Morgan Stanley analyst commented on Ford Energy's potential value. [audio] | +3.1% | +10.0% | +12.5% |
| 2026-05-08 | MENTIONED | LOW | Rob Black Show Good Year In The Stock Market So Far |
Host mentions the Morgan Stanley Country Index as an option for international stocks. [audio] | -0.3% | +9.8% | +11.3% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Traders Eye Oil Again |
All-world Morgan Stanley Country Index up 6.44%. [audio] | +1.6% | +11.8% | +12.5% |
| 2026-05-01 | MENTIONED | MEDIUM | Rob Black Show Kicking Off May With Record Levels |
Morgan Stanley is mentioned for its report mapping AI exposure across stocks and its analysis on AI adopters. [audio] | +1.5% | +9.4% | +10.5% |